See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,688 | $112,096-96.7% | $95,952-96.2% | $158,922-97.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,571 | $3,198-50.9% | $2,541-38.2% | $4,761-67.0% |
| Participant deferral / active EE | $2,711 | $4,784-43.3% | $4,167-35.0% | $5,982-54.7% |
| Admin fee / account holder | $207 | $10,130-98.0% | $6,795-97.0% | $11,246-98.2% |